Connect GoHighLevel and Pennylane

Both apps 70GoHighLevel 31Pennylane 39

• Trigger
  New or updated contact

  Triggered when a contact is created or updated in your HighLevel sub-account.

• Action
  Add or Remove Tags on Multiple Contacts

  Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.

• Action
  Create appointment

  Book a new calendar appointment.

• Action
  Create note

  Add a note to a contact.

• Action
  Create opportunity

  Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.

• Action
  Create task

  Create a task on a contact.

• Action
  Delete appointment

  Cancel/delete a calendar event or appointment.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete note

  Delete a note from a contact.

• Action
  Delete task

  Delete a task from a contact.

• Action
  Find contacts

  Search contacts by name, email, phone, or other criteria.

• Action
  Find conversations

  Search conversations by contact or other criteria.

• Action
  Find opportunities

  Search opportunities by pipeline, stage, contact, or other criteria.

• Action
  Get appointment

  Retrieve a single calendar appointment by ID.

• Action
  Get calendar

  Retrieve a single calendar's configuration by ID.

• Action
  Get contact

  Retrieve a single contact by ID.

• Action
  Get conversation

  Retrieve a single conversation by ID.

• Action
  Get note

  Retrieve a single note on a contact.

• Action
  Get opportunity

  Retrieve a single opportunity by ID.

• Action
  List calendar events

  List calendar events within a date range.

• Action
  List calendars

  List all calendars for the location.

• Action
  List notes

  List all notes on a contact.

• Action
  List tasks

  List all tasks on a contact.

• Action
  Remove tags from contact

  Remove one or more tags from a contact.

• Action
  Send a message

  Send an SMS, email, or other conversation message to a contact.

• Action
  Update appointment

  Update an existing calendar appointment.

• Action
  Update contact

  Update an existing contact's fields.

• Action
  Update note

  Update an existing note on a contact.

• Action
  Update task

  Update an existing task on a contact.

• Action
  Upsert contact

  Create a contact or update it if a matching contact already exists.

• Action
  Upsert opportunity

  Create an opportunity or update it if a matching one already exists.

• Trigger
  New Billing Subscription V2

  Triggers when a new billing subscription is created in Pennylane.

• Trigger
  New Customer Invoice V2

  Triggers when a new customer invoice or credit note is created in Pennylane.

• Trigger
  New Customer V2

  Triggers when a new customer (company or individual) is created in Pennylane.

• Trigger
  New Product V2

  Triggers when a new product is created in Pennylane.

• Trigger
  New Quote V2

  Triggers when a new quote is created in Pennylane.

• Action
  Add supplier

  Creates a supplier in Pennylane and returns the new supplier record.

• Action
  Create Company Customer V2

  Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.

• Action
  Create Customer Invoice V2

  Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.

• Action
  Create Individual Customer V2

  Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.

• Action
  Create Product V2

  Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.

• Action
  Create Quote V2

  Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.

• Action
  Finalize customer invoice

  Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.

• Action
  Get Billing Subscription V2

  Returns one billing subscription, including its schedule, status, customer and invoice settings.

• Action
  Get supplier

  Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.

• Action
  Get supplier invoice

  Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.

• Action
  Get transaction

  Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.

• Action
  List bank accounts

  Returns the company's bank accounts with their currency, balance, journal and ledger account.

• Action
  List billing subscriptions

  Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.

• Action
  List categories

  Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.

• Action
  List customer invoices

  Returns customer invoices and credit notes, optionally filtered and sorted.

• Action
  List customers

  Returns a list of company and individual customers in Pennylane, optionally filtered and sorted.

• Action
  List ledger accounts

  Returns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.

• Action
  List ledger entries

  Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.

• Action
  List products

  Returns the products in the Pennylane company, optionally filtered by label, reference or id.

• Action
  List quotes

  Returns the quotes in your Pennylane company, optionally filtered by customer or status.

• Action
  List supplier invoices

  Returns the supplier invoices in your Pennylane company, optionally filtered and sorted.

• Action
  List suppliers

  Returns the suppliers in your Pennylane company, optionally filtered and sorted.

• Action
  List transactions

  Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.

• Action
  Retrieve Customer V2

  Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.

• Action
  Retrieve Invoice V2

  Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.

• Action
  Retrieve Product V2

  Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.

• Action
  Retrieve Quote V2

  Returns a single quote by its ID, including amounts, status, customer and dates.

• Action
  Update Billing Subscription V2

  Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.

• Action
  Update Company Customer V2

  Updates an existing company customer in Pennylane and returns the updated customer.

• Action
  Update customer invoice

  Updates a customer invoice in Pennylane. Draft invoices accept all fields; finalized invoices accept only label, external reference, transaction reference, invoice line imputation/performance dates and installments.

• Action
  Update Individual Customer V2

  Updates an individual (person) customer in Pennylane and returns the updated customer.

• Action
  Update Product V2

  Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.

• Action
  Update Quote V2

  Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.

• Action
  Update supplier

  Updates an existing supplier in Pennylane and returns the updated supplier.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.